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St James's Place Investment Grade Corporate Bd

Ranked 99 out of 107 in - Sterling Corporate Bond over 36 months
All calculations are in GBP unless stated

Managed by

David Rolley

David Rolley was born in 1952 in California, USA. David gained a BA from the Occidental College in Los Angeles and also studied economics at the University of Pennsylvania. He is a CFA Charter-holder. David joined Loomis Sayles in 1994 as an emerging markets debt strategist and is currently a vice president, portfolio manager and team leader. Prior to joining the company he worked at DRI/McGraw Hill as a director of international capital market research. In 1987 he was a senior US economist at Drexel, Burnham. David also served as an international economist and a chief financial economist at Chase Econometrics in 1980. David has over 30 years of investment experience and his interest outside of fund management is music.

Lynda Schweitzer

Lynda Schweitzer graduated from the University of Rochester with a BA and from Boston University with an MBA. She began her financial career in 1986 and joined Loomis Sayles in 2001 where she is a vice president and co-portfolio manager of the Loomis Sayles International Bond Fund. Lynda is a Chartered Financial Analyst.

Scott M. Service

Scott M. Service was born in Boston in 1970, and holds an MBA in Finance from Bentley University. He is also a holder of the CFA designation. Scott started his career in financial accounting in 1992 at State Street Bank and in 1994 he joined PNC Bank. Scott joined Loomis, Sayles & Company in 1995 where he manages global bond funds. He manages his funds with a value investment style and incorporates a top down view. Away from fund management, he cites interests as golf, skiing and music.

Objective

The investment objective of the Trust is to provide an attractive level of income and capital growth over the medium to long-term. The Trust will aim to achieve this objective whilst maintaining relative security of capital. The Trust will invest primarily in investment grade corporate bonds but will also be permitted to include other investments which the investment team consider appropriate, this includes transferable securities, cash and money market instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 31/03/2016 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.5%
2018 -3.4% -0.8% -0.7% 1.3% -3.1%
2017 4.0% 1.2% 0.9% 1.0% 1.0%
2016 5.3% -0.4% 1.5% 2.1% 2.0%
2015 -0.7% 2.0% -2.8% -0.1% 0.2%
2014 7.6% 1.7% 1.2% 1.5% 3.1%
2013 -0.2% 1.2% -2.3% 1.5% -0.5%
2012 10.0% 3.6% 0.6% 4.1% 1.4%
2011 3.0% 3.0% 1.6% -3.8% 2.3%
2010 7.7% 5.2% -1.2% 6.2% -2.4%
2009 10.2% 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/04/2009
  • Share Class size976Mn
  • Base currencyGBP
  • ISIN GB00B5BVQR53

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment50

Charges

  • Annual management1.21%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).